How to create a new firm template based on the latest Caseware template

Create a new firm template based of the latest Caseware template, follow the below steps with links to self help resources.

  Instructions:

1. Uninstall all templates 
2. Delete extra components/sanitise  
   • How to santise your PC or Laptop when uninstalling templates.
3. Install the latest template from Caseware Africa 
4. Create a new file for your firm template  
   • Best Practice is to name your firm template in a logical sequence.
   • Firm Template Naming Convention
5. Download and add the firm template guide
   • Login will be required to access the download, please ensure you have a Community login. 
   • Click here ​​​​​​​ for information on requesting a community login if you don't have one.

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